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Energy Conversion Devices (ENER) Message Board

  • margretbar2 margretbar2 Mar 9, 2009 3:56 PM Flag

    AmTech notes...ENER ..continue to recommend investors build positions

    09-Mar-09 09:03 ET AmTech notes tier one solar firms are taking share in difficult environment
    AmTech, following the Photon International Technology Conference in Munich, continues to see the rationalization of the solar industry with tier one OEMs holding up relatively well on volume and pricing with tier three cos effectively out of business and tier two cos (like STP, YGE, JASO, and CSIQ) making necessary adjustments to survive a difficult business environment. They continue to recommend investors build positions in tier one OEMs with exposure to the potential dramatic growth in the US: FSLR, SPWRA/B, and ENER. They believe tier one OEMs are going to aggressively take market share in 2009 as weaker players either contract to survive or die.

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